Montgomery, Ohio Families Deserve a Financial Plan That Holds Together

Estate planning, retirement income, and investment strategy work better when they're coordinated by one advisor who knows your full picture — not pieced together across multiple relationships.

A Short Drive to Advice That Covers Everything

Montgomery residents have no shortage of financial professionals to choose from. What's harder to find is an advisor who connects your estate plan directly to your retirement income strategy and investment portfolio — so the decisions you make in one area don't quietly undermine the others. That's the work Summit Financial Group has been doing for clients in the Loveland area since 1996.

Estate Planning That Connects to the Rest of Your Finances

For established families in Montgomery, an estate plan isn't just a set of documents — it's a framework that needs to fit your retirement timeline, your investment structure, and your specific family situation. We coordinate estate planning directly alongside retirement and investment planning, so your legacy strategy reflects your actual financial picture rather than existing in a separate folder you revisit every few years.

Retirement Income Planning for the Years Ahead

Whether retirement is five years away or already underway, the question most families in Montgomery are asking is the same: will the income last? Scott Moffitt, author of Retirement Income Matters, has spent nearly three decades helping clients in the Loveland area build retirement income strategies designed to hold up across different market conditions and life circumstances. Retirement planning in Montgomery starts with understanding what you have, what you need, and how to bridge the two reliably.

The Services We Provide to Montgomery Clients

Summit Financial Group works with Montgomery families across a range of planning needs. Our advisors bring focused credentials and long-term relationships to every engagement.

Estate Planning

We help families structure their estates in coordination with their broader financial plan — addressing beneficiary designations, asset titling, and wealth transfer in a way that connects to how you've built and invested your assets over time.

Retirement Income Planning

We build income strategies for pre-retirees and retirees that account for Social Security timing, investment distributions, tax considerations, and longevity — so you're not just saving for retirement, you're planning how to live from it.

Investment Planning

For Montgomery clients who want a disciplined, long-term approach to growing and managing wealth, we provide investment planning that aligns with your goals, your timeline, and your overall financial plan.

401(k) and Financial Planning

From workplace retirement accounts to comprehensive financial planning for younger professionals and growing families, Summit Financial Group offers guidance across the full arc of a financial life.

Frequently Asked Questions

  • How far is Summit Financial Group's office from Montgomery, Ohio?

    Our office is located at 101 Commerce Boulevard, Suite A, in Loveland, Ohio. Montgomery is a short drive — typically 15 to 20 minutes depending on your route. Most clients find it a comfortable distance for the kind of in-depth planning conversations we have.

  • Do you coordinate estate planning with retirement and investment planning?

    Yes. We treat estate planning as part of your overall financial picture, not a standalone exercise. Your beneficiary designations, asset titling, and wealth transfer strategy are reviewed in the context of your retirement income plan and investment structure, so everything works together.

  • What kind of clients does Summit Financial Group typically serve in the Montgomery area?

    We work primarily with pre-retirees and retirees, established families with estate planning needs, and business owners managing workplace retirement plans. We also serve younger professionals building toward long-term financial goals.

  • How long has Summit Financial Group been in business?

    Summit Financial Group has been operating continuously since 1996 — nearly three decades. Our advisors have built long-term client relationships in the Loveland area throughout that time, and many of those relationships now include multiple generations of the same family.

Nearly Three Decades of Track Record, Close to Home

Summit Financial Group has operated continuously since 1996. That's a long history — long enough that many of our client relationships now span multiple generations of the same family. For Montgomery families who want an advisor with a verifiable, sustained presence in this area, that record is easy to check and hard to replicate. Our Loveland office is a straightforward drive from Montgomery, and the conversations we have there tend to be the kind you don't want to rush or hand off to someone who doesn't know your history.